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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

167 hedge funds and large institutions have $649M invested in SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$244K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$154M
2
Ameriprise
2
Ameriprise
Minnesota
$74.5M
3
Jane Street
3
Jane Street
New York
$22.4M
4
HP
4
Hilltop Partners
Indiana
$12M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.2M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
LFPWM
2
Leicht Financial Planning & Wealth Management
New Jersey
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
EFS
4
Econ Financial Services
Pennsylvania
$456K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAS
76
Coppell Advisory Solutions
Texas
$673K 29,660 +28,872 +3,664%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$670K 29,149 +29,149 New
CA
78
Cetera Advisors
Colorado
$632K 27,517 -243 -0.9%
Citigroup
79
Citigroup
New York
$617K 26,870 +13,659 +103%
ATPW
80
Ashton Thomas Private Wealth
Arizona
$617K 26,861 +26,861 New
FAIM
81
Financial Advocates Investment Management
Washington
$617K 26,836 +14,408 +116%
VCM
82
Virtue Capital Management
Tennessee
$588K 25,785 +25,785 New
JCIA
83
Jackson Creek Investment Advisors
Colorado
$587K 25,530 +2,458 +11%
KAS
84
Kestra Advisory Services
Texas
$576K 25,065 -2,358 -9%
RA
85
RFG Advisory
Alabama
$568K 24,736 +449 +2%
TC
86
Trilogy Capital
California
$544K 23,655 -93 -0.4%
WWM
87
Western Wealth Management
Colorado
$526K 22,879 +5,593 +32%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$522K 22,715 +4,540 +25%
BRWA
89
B. Riley Wealth Advisors
Florida
$490K 21,319 +21,319 New
MPW
90
MA Private Wealth
California
$482K 20,959 -8,434 -29%
MMA
91
Miracle Mile Advisors
California
$478K 20,822 +192 +0.9%
EFS
92
Econ Financial Services
Pennsylvania
$456K 19,847 -244,296 -92%
TFA
93
Triad Financial Advisors
North Carolina
$452K 19,654 +12 +0.1%
PAS
94
Park Avenue Securities
New York
$449K 19,529 +4,543 +30%
BAM
95
Belpointe Asset Management
Nevada
$435K 18,923 +94 +0.5%
DI
96
DFPG Investments
Utah
$405K 17,625 +17,625 New
AWA
97
Alaska Wealth Advisors
Alaska
$396K 17,213 -4,419 -20%
PFM
98
Phillips Financial Management
Indiana
$389K 16,921 +5,279 +45%
FPWM
99
FSB Premier Wealth Management
Iowa
$380K 16,535 +2,763 +20%
VT
100
Vise Technologies
New York
$373K 16,239 -876 -5%
2 3
4
5 6